So here is the deal. I think it was on Feb 20th that Neptune did a live stream and they talked a little bit about the reagent shortage. If you haven't watched it I would recommend it. There are a couple points they noted along the lines of:
1. Hobbyists are testing more than what they polled, collected data on, projected, etc
2. Higher testing, strained reagent supply pipeline / projections
3. Said reagent delay is causing delay in launching Trident to other regions
At the time Covid wasn't in full effect but it is now. So let us just add a 4th, Covid. Now how does this factor in to testing limits? I don't really know other than I'm guessing it may be related to reagent shelf life. Just a guess. Also I'm guessing that covid is preventing them from assessing and doing the data analysis on reagents, supply, shelf life, maintenance, and software changes to tie it all together.
TL: DR - they have the data. I'm sure they will dive into and see how hobbyists are using it then see what they can do to address concerns. Just need to work around C19 a bit.